How to Build a Well Defined Succession Strategy

Family Business 360 Breakfast Event

  This event has concluded. You can download the briefing paper or listen to the associated podcast episode below:

This presentation will help you identify, evaluate and implement strategies to retain the business for the next generation.  You will review the Transition Planning process to effectively evaluate the financial implications, value the enterprise, manage taxes, and address active and inactive family member issues.  You will also learn how to balance the competing personal, business and family objectives in an integrated fashion while maintaining family and business relationships.

No matter where you are in your succession planning this session will help you identify gaps and provide tips to improve your strategy. Special family business panelists from Wilson's NAPA Auto Parts will help ground the discussion by sharing some real-world transition experiences.

October 12, 2017
The Grand Hotel, Tigard

Presented by:
Don Bielen - Perkins & Co
Paris Powell - Perkins & Co